BA - Boeing Company

Discussion in 'Stock Message Boards NYSE, NASDAQ, AMEX' started by Stockaholic, Apr 1, 2016.

  1. Stockaholic

    Stockaholic Content Manager

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    Boeing Down
    Thu, Mar 12, 2020

    Yesterday, we showed a table of how much each component of the DJIA has impacted the index since its peak on 2/12. Given the continued decline in the market today, we wanted to provide an update showing the stocks with the largest negative impact on the index over the last month. Of the roughly 7,700 points that the DJIA has dropped over the last month, Boeing's 53% has accounted for more than 1,250 of those points. Cut in half in just a month! Boeing was close to a $200 billion company in February, and now it's less than $100 billion!

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    The decline in Boeing (BA) over the last two days is literally unlike anything the stock has ever seen before. The chart below shows the rolling two-day performance for BA going all the way back to 1962. If this morning's levels remain in place (and prices have been moving wildly), it will be the largest two-day decline (-29.7%) for the stock on record. While the stock saw declines of over 20% in 1998 and after 9/11, those declines were nowhere close to what we are seeing today. Looking to make some sort of sense of all these crazy market moves?

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  2. TomB16

    TomB16 Well-Known Member

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    I believe Boeing will survive the financial winter that is coming but only because it will be bailed out by the government. Two years from now, if it is in as good of shape as GM was at the end of 2009, I will be surprised.
     
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  3. rg7803

    rg7803 Well-Known Member

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    Maybe we will get Boeing bellow 50 than...
     
  4. TomB16

    TomB16 Well-Known Member

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    Boeing is asking for a $60B bailout based on covid-19 losses.

    Everything was going great until coronavirus came along.
     
  5. VlmsGnereb

    VlmsGnereb New Member

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    is it worth investing now in boeing ? need some advice.
     
  6. rolexian

    rolexian Member

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    My feeling is that for most people who have target funds/mutual funds/index funds in their portfolio, they already have exposure to boeing stock.
     
  7. T0rm3nted

    T0rm3nted Moderator
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    I saw something along the lines that Boeing said they would refuse government aid if it required any sort of governmental takeover percentage. I guess they don't really need the help.
     
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  8. TomB16

    TomB16 Well-Known Member

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    A government with balls would let them fail, which they absolutely will without help, and then pick up the remains for pennies on the dollar.

    ... but that isn't going to happen. lol!
     
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  9. StockJock-e

    StockJock-e Brew Master
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    Never!

    Who would make these essential items?

    upload_2020-3-25_13-35-6.png
     
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  10. TomB16

    TomB16 Well-Known Member

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    I get it, and you're just scratching the surface.

    The US needs boeing but they can go into receivership with no interruption in supply.
     
  11. StockJock-e

    StockJock-e Brew Master
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    Bailouts announces, now to see if that was enough to put a floor on the price
     
  12. StockJock-e

    StockJock-e Brew Master
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    Syynik, T0rm3nted and TomB16 like this.
  13. Stockaholic

    Stockaholic Content Manager

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    Boeing (BA) Boosting the Dow
    Mon, Jun 8, 2020

    In recent weeks, we have highlighted how there has been rotation away from the best performing stocks in the first leg of the rally off of the 3/23 low while the stocks that had been the laggards have become the new market must-haves. Boeing (BA) is a prime example of this trend. Heavily connected to the decimated airline industry, BA only rose 15.04% in the first part of the rally from 3/23 to the recent 5/13 low. While not the worst stock in the index during that time, it lagged the Dow Jones Industrial Average which rose over 25%. But along with others in the industrial sector like the airlines, recent performance has been much more impressive with BA up 69.08% from 5/13 through Friday's close. Today alone the stock is up another 11% after rallying 11.47% on Friday and 12.95% last Wednesday! That leaves it at its highest level since early March.

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    With such large gains in a little less than a month for a stock with one of the higher stock prices in the index, BA has added roughly 575 points to the price weighted Dow. That has by far been the largest contributor to the Dow since 5/13 accounting for roughly 14.9% of the overall move and nearly double the next biggest contributor, Goldman Sachs (GS), which added 316.32 points to the Dow, or roughly 8.19% of the overall move since 5/13. Other major contributors from the Financials sector like Travelers (TRV), American Express (AXP), and JPMorgan Chase (JPM) are some more examples of the recent rotation into stocks that lagged in the immediate wake of the bear market.

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  14. A55

    A55 Well-Known Member

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    Boeing defense division is profitable. Military fighter planes are in high demand. Maintenance, upgrades, and refurbishment of existing fleet. New planes.

    The problem is commercial division. Those 737s .

    Boeing at current prices is not for trading. Buy and hold investment, is another story. Boeing has a captive audience. Airlines don't have a lot of options to shop around. Problem is, they are not buying any time soon. Only thing they order now is parts, and that is not enough.

    But low, sell high. This is the low.

    Another company is not coming along to steal the business away. Nobody is building a bigger, better plane.
     
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  15. A55

    A55 Well-Known Member

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    There's more coming. Defense spending isn't going down.

    Screenshot_2020-07-01-19-43-53.png Screenshot_2020-07-01-19-50-20.png Screenshot_2020-07-01-19-49-18.png
     
  16. T0rm3nted

    T0rm3nted Moderator
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  17. A55

    A55 Well-Known Member

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    Boeing sells fighter planes to other countries also.
     
  18. A55

    A55 Well-Known Member

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  19. TomB16

    TomB16 Well-Known Member

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    Do you think this is the end of Boeing Commercial Airplanes Division?

    737 Max ~400 cancellations
    747 - program cancelled
     
  20. A55

    A55 Well-Known Member

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    Screenshot_20200705-214704.png Only if airliners never buy another plane, ever again. 747 was on it's way out. Too big. Too many seats to fill. More crew members per flight. Too much fuel. This opens the door for the next design. 737 sales will pick up eventually, as airlines start making money and can afford to buy. For now, Boeing just keeps taking big punches.
     

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